Mostrando las entradas con la etiqueta Inversiones. Mostrar todas las entradas
Mostrando las entradas con la etiqueta Inversiones. Mostrar todas las entradas

jueves, 11 de diciembre de 2008

miércoles, 8 de octubre de 2008

Dinero Falsificado, escrito en Feb del 2007

Traducir al español

Counterfeiting Money - Crime or Good Economics?

Did you ever think that a counterfeiting money could be good for the economy and that the counterfeiter could be considered an economic genius or even a national hero? I received an Email from Nic Corsetti, a friend of mine, describing exactly how that might happen. Here goes from Nic:...

jueves, 25 de septiembre de 2008

A propósito de la crisis.

"A Few Good Bond Traders"
Another one bouncing around trading desks: "Son, we live in a world that has bonds and those bonds need to be bought by men with balance sheets. Who's gonna do it? You? You, Lieutenant Fuld?
I have a greater responsibility than you can possibly fathom. You weep for Bear Sterns and curse the short sellers; you have that luxury. You have the luxury of not knowing what I know: that Lehman's death, while tragic, probably saved firms and that my existence, while grotesque and incomprehensible to you, saves markets.
You don't want the truth because deep down in places you don't talk about at parties you want me buying bonds, you need me buying bonds. We use words like TSLF, PDLF, Super SIV. We use them as the backbone of a life trying to defend something. You use them as a punchline.
I have neither the time nor the inclination to explain myself to a man who rises and sleeps under the blanket of the very freedom I provide and then questions the manner in which I provide it. I would rather you just said "thank you," and went on your way. Otherwise, I suggest that you pick a sub-prime option arm bond and pay par.
Either way, I don't give a damn what you think you are entitled to."

miércoles, 20 de agosto de 2008

lunes, 19 de mayo de 2008

Sabia usted...

que se necesitan 62,000 galones de agua para producir una tonelada de acero, hací como también se requieren de 39,000 galones de agua para fabricar un automóvil y 3,000 galones para producir un pequeño semiconductor. Talvez es tiempo de pensar en invertir en agua. CGW y PIO

jueves, 15 de mayo de 2008

Mac Solar Index


Si desea invertir en empresas relacionadas con la industria de la energía solar, ahora puede hacerlo comprando el ETF TAN que replica el Mac Solar Index

miércoles, 14 de mayo de 2008

Acciones preferentes

Leía el día de hoy que puede ser una buena idea invertir en este momento en el ETF PGF. Al cierre de hoy paga un dividendo del 6.83% anual. El pago de dividendos es mensual (1 doceavo del dividendo anual). Lo seguiremos, veremos si baja un poco para comprarlo.

miércoles, 7 de mayo de 2008

Monedas

Si desea comprar monedas con su brokerage account, este es el vehículo que necesita.

viernes, 25 de abril de 2008

Acero

Si usted desea especular con el precio del acero, la forma más sencilla de hacerlo es comprando el ETF SLX

Petroleo

Se habla mucho sobre el precio del petroleo. Si usted tiene el deseo de especular con el precio del petroleo, la forma más sencilla de hacerlo es comprando el ETF USO. Para esto sólo tiene que abrir un brokerage account.

martes, 8 de abril de 2008

Calculadoras

En este link podrá encontrar una serie de calculadoras financieras que le pueden ayudar a realizar tus tareas diarias como asesor financiero.

viernes, 15 de febrero de 2008

Subprime

Subprime
Esta presentación se explica por si sola.

miércoles, 9 de enero de 2008

Recesión en USA para el 2008?????

En español
Reuters
Goldman Sachs sees recession in 2008
Wednesday January 9, 8:33 am ET

NEW YORK (Reuters) - Goldman Sachs on Wednesday said it expects the U.S. economy to drop into recession this year, prompting the Federal Reserve to slash benchmark lending rates to 2.5 percent by the third quarter.

In a note to clients, Goldman said real gross domestic product would contract by 1 percent on an annualized basis in both the second and third quarters. For all of 2008, the investment bank said GDP would rise by 0.8 percent.

The unemployment rate will rise to 6.5 percent in 2009 from the current 5 percent, it said.

The weakening economy will force the Fed to lower policy rates by an additional 1.75 percentage points from the current 4.25 percent. Starting in September, the Fed cut rates at the last three meetings of the Federal Open Market Committee, reducing the target rate on loans between banks by 1 percentage point from 5.25 percent.

Goldman strongly advises fund managers to overweight health care, consumer staples, energy and utilities. They are significantly underweight consumer discretionary, financials, industrials, materials and information technology.

The three most significant changes to their sector recommendations are the reduction in the financial sector weighting by 300 basis points to 14 percent, the information technology weighting by 400 basis points to 15 percent, and the increase in their health care weighting by 300 basis points to 17 percent, the firm said.

Their reduced allocation to financials reflects weak fundamentals and their declining weight in the S&P 500. The reduction in information technology reflects that the group has been the second-worst performing sector in both the six months leading up to a recession and during the first phase of a recession, Goldman said.

The health care weighting change reflects strong performance of the group during the six months leading up to and during the first phase of a recession in addition to an attractive valuation, Goldman said.

On Monday, Merrill Lynch economist David Rosenberg said the jump in U.S. unemployment in December confirmed that the economy was entering a recession.

miércoles, 19 de diciembre de 2007

Recesión en USA



A 49.5 se cotiza, en www.intrade.com, la probabilidad de una recesión en USA.





En la encuesta de Yahoo, 59% de los encuestados consideran que se avecina una recesión en USA.

lunes, 3 de diciembre de 2007

Resultados de Noviembre, ETF

En este link puede descargar los resultados de los ETF en noviembre.